+424.6%
ETSY vs MUB
+17.2%
+407.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +0.6% |
| 7D | -4.9% | -0.8% | -4.1% | -3.0% |
| 30D | -8.6% | -2.4% | -6.2% | -3.2% |
| 3M | +4.8% | -2.8% | +7.6% | +12.5% |
| 6M | +38.1% | -2.2% | +40.3% | +46.3% |
| YTD | +31.2% | -1.6% | +32.8% | +37.1% |
| 1Y | +22.1% | 0.0% | +22.1% | +22.7% |
| 3Y | +12.2% | +7.9% | +4.4% | -6.0% |
| 5Y | -66.5% | +1.2% | -67.7% | -67.3% |
| All | +424.6% | +17.2% | +407.4% | +339.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling